See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,995 | $77,145-72.8% | $108,410-80.6% | $85,850-75.5% |
| Participation rate | 37.0% | 74.7%-37.6pp | 80.1%-43.1pp | 69.3%-32.3pp |
| Annual return | 23.38% | 44.54%-21.2pp | 905.27%-881.9pp | 318.53%-295.2pp |
| Employer contribution / active EE | $718 | $2,379-69.8% | $3,558-79.8% | $2,565-72.0% |
| Participant deferral / active EE | $1,460 | $5,566-73.8% | $6,563-77.7% | $3,952-63.0% |
| Admin fee / account holder | $257 | $5,172-95.0% | $7,295-96.5% | $6,260-95.9% |